Essential Terminal steps to start selling
Essential Terminal steps to start selling
Embedded Files
Get started by setting up the basic configuration of your Terminal, including your payment methods and product catalogue.
1 Getting started
1 Getting started
Selecting a language
Selecting a language
Please tap 'English (United Kingdom)' .
Tap 'Add a language' and choose your preferred language.
If required, choose the region for your language.
Drag your preferred language to the top of the list using the two lines on the right.
Important: The language at the top is active.
Tip: You can add multiple languages, later switch between languages from: 'More' > 'Settings' > 'Device settings' > 'Languages'.
Once your desired language is selected, tap the back button in the bottom-left corner to return.
Now tap 'Start' to proceed.
Connecting to WiFi
Connecting to WiFi
If you have access to a WiFi network, tap 'Connect to WiFi'.
Toggle the 'Use WiFi' slider at the top right.
Find your network and enter the password.
Then tap 'Connect'.
When you're done, tap the back button to return.
Now tap 'Start'.
If no WiFi is available, you can tap 'Skip', then 'Yes, skip' and use the mobile data included with your device.
Profile
Profile
If you already have a SumUp profile
Tap 'Log in'.
If you are logged into the SumUp app, scan the QR code with your phone or tablet.
Confirm the log in on your phone from the SumUp app.
And finally tap 'Log in' on the Terminal.
Alternatively, you can log in directly on the Terminal.
Important: You have to use the email that is connected to your SumUp profile.
Enter email and password.
Check your phone messages to find the confirmation code.
Go back to your Terminal and enter the code.
If you don’t have a SumUp profile
Select 'Create a profile'.
Important: You can only do this by scanning the QR code or via me.sumup.com on a different device. Please note that it’s not possible to do this directly on the Terminal. You can follow the instructions in the Support Centre to create your profile.
Important: If you receive a notification for 'Document verification', you will need an identification document (e.g. passport, national ID card, residence permit card or driving license).
On the Terminal, tap 'Start verification' and scan your ID.
Wait for the camera to focus before taking the photo to get a clear image.
2 Basic configuration
2 Basic configuration
Printer
Printer
Hardware setup:
Open the paper roll compartment at the back of the Terminal.
Hold the Terminal upside down so the paper roll drops out.
Remove the thin wrapping layer from the roll.
Find the loose edge of the paper roll.
Gently separate the edge using your fingernails or the edge of a knife.
Place the roll back into the Terminal, making sure the paper feeds from the inside of the Terminal.
Important: If the paper is inserted the wrong way, the printer will only produce blank receipts.
Pull the paper out so it extends past the tear-off edge.
Close the compartment by pressing it shut.
Optionally: Tear off any extra paper outside the compartment.
Tip: When tearing the paper, pull across towards the top of the Terminal for a clean edge.
Back on the Terminal screen, go to 'More' > 'Settings' > 'Printer settings'.
Toggle the slider to enable receipt printing.
Configure the printer on your Terminal by tapping ‘Terminal Printer’.
Toggle the first slider to enable printing receipts on this device.
Toggle the second slider to print receipts by default for every transaction.
Select the number of receipt copies you want to print.
Toggle the third slider to create order tickets.
Important: This has to be enabled to send receipts to the kitchen.
Select the number of order ticket copies you want to print.
Taxes
Taxes
Go to 'More' > 'Settings' > 'Taxes'.
Turn taxes on/off: Toggle the slider to enable or disable charging VAT, then confirm your choice.
Adding default tax rates:
Go to 'Default rate' and tap 'Edit'.
Select the rate you want.
Confirm with the checkmark icon in the top-right corner.
Tip: To create a custom rate, follow the next step.
Creating custom tax rates:
Go to 'Default rate' and tap 'Edit'.
Tap 'Add new rate' to create one, or select an existing rate to edit.
Enter the name and percentage.
To remove a rate, tap the delete icon on the right.
Show prices including tax:
Toggle the slider if you want prices to display with tax already included.
3 Build your item catalogue
3 Build your item catalogue
Mirror your offer and set up your products the way you’d like to see it in your Terminal checkout screen. Set up item variants (e.g. sizes, colours, shapes), modifiers (extras like toppings) and sell in different units of measurement (unit, L, kg, m2).
There are three different ways you can upload items to your catalogue.
Manual setup by adding items one by one, via Sumup.me dashboard on a laptop, SumUp app or on SumUp Terminal.
Bulk import/export by uploading items with the help of CSV. template via the sumup.me dashboard.
Smart capture feature available to use on SumUp Terminal or Android phone or tablet.
4 Taking the first payment
4 Taking the first payment
To accept your first payment, head to 'Checkout'.
Checkout with items (recommended)
Checkout with items (recommended)
We suggest using item checkout if you have already set up an item catalogue. This method is faster, lets you track your stock, and provides detailed sales insights.
We suggest using item checkout if you have already set up an item catalogue. This method is faster, lets you track your stock, and provides detailed sales insights.
To begin:
Select the middle tab at the top.
Select the desired category.
Select the item in the category.
Tip: Use the search function by tapping the magnifying glass icon in the top-right corner.t the top right.
Important: The next steps will vary depending on how you’ve set up your items.
Checkout without items
Checkout without items
If you don’t have an item catalogue, you can still accept payments. However, this method offers limited capabilities in terms of tracking and analytics. Only the price and description you enter will be recorded.
To begin:
Select the left tab at the top.
Enter the payment description.
Select the tax rate.
Tap '+' to add more items if needed.
Take the payment
Take the payment
Tap 'Charge'.
Select from 'Card reader', 'Payments links' or 'Cash'.
Important: The next steps will vary depending on how you’ve set up your items.
For 'Card reader': Accept the payment via NFC, or chip & PIN.
For 'Cash': Enter the amount received.
Tip: Enabling the change calculator will allow you to automatically see the change you need to return to your customers.
Tip: To print receipts, this needs to be enabled in the printer settings on your device settings.
Congratulations!
Congratulations!
You’ve just completed setting up all your POS essentials
Continue setting up your store
Continue setting up your store
Head to sumup.me and log in to your account. From here, you can access the dashboard to configure your store settings. Below you will find a additional steps in the step-by-step guide.
Terminal personalised tools
Advanced payment setup
Advanced checkout
Employee profiles
Need more? Contact support
Page updated
Report abuse